# Context
- https://digital.dclg.gov.uk/jira/browse/CLDC-2361
- When fixing inline for sales bulk uploads users need to be able to show only logs related to the bulk upload therefore have the bulk upload filter applied
# Changes
- After a sales bulk upload the session is set with bulk upload filter
- When viewing sales log ensure we extract this apply as a filter
# Issues
- The current implementation is globally shared between lettings and sales therefore there are issues when switching between the 2 areas
- There is a backlog ticket to refactor the filter and recommend fixing this issue then
# Context
- https://digital.dclg.gov.uk/jira/browse/CLDC-2316
- Implement bulk upload sales for new collection year 2023
- This is a first pass implementation and will probably have some bugs in it and we can address over time
# Changes
- Add CSV parser for sales 2023 to handle CSV structure
- Tweak collection window validation so error now contextual to year selected for upload
- Handle arbitrary ordering of CSV columns
- Fix ordering of errors in report and now ordered by cell
- Added `Upload your file again` link styled as button on error report to match lettings experience
- Update tooling to convert logs to 2023 csv rows with support for random column ordering
# Known issues
- There seem to be some issues with how UPRN is handled if the UPRN cannot be validated.
- For the above I think there is dependency on https://github.com/communitiesuk/submit-social-housing-lettings-and-sales-data/pull/1570 which should clear any errored fields so users can continue to create logs and fix within the service
* create a method on the FormHandler that returns the sales form questions for all years in the order that they appear in the form
* update csv email job to accomodate sales log export as well as lettings
add to tests to reflec the changes made
* write tests to cover the desired functionality of the SalesLogCsvService
* create the SalesLogCsvService
create a necessary method on the log to enable submission method to be included on the csv
derive values for the two halves of previous postcode for export
* add relevant links in the UI and pipe everything together in controllers
amend organisations controller to have flexibility to download logs of either type
add necessary methods to sales log controller, raising shared method to logs controller
update routing for amendments and additions
extract helper method to build urls for downloading logs within an organisation
* correct various linter complaints and tech review suggestions
* minor amendment to add old_id and reorder early columns
* undo my 'clever' refactor that broke things
* refactoring of csv service after some tech review and some UI testing in review app
* update tests to include a test of a full export and all values in teh csv
* correct minor routing error to ensure correct url is shown and tab selected after requesting csv email
* update organisations controller requests spec file to cover new functionality and make a minor amendment to authentication scope in the controller after error found in testing
* write request tests for the new functionality in the sales log controller, define authorisation in the controller
* minor correction after rubocop's kind suggestion'
* various corrections from first pass at PO, tech review, linter, etc
* refactor :ordered_sales_questions_for_all_years
* first pass at implementing flexible code-based form fixtures for testing
* second pass
* refactor all tests of :ordered_sales_questions_for_all_years to use new factories
* some refactoring in the testing of the csv service
* use that fact that params is always available in controllers and don't pass it around, inline some methods calls
* correct minor bug to ensure that "Return to logs" link returns to the correct index page
* remove reminder comments
* write further tests on the manipulation of questions into the csv headers, update factories of form constituents to allow the creation of forms with richer questions
* fix linter complaints
* minor alterations after rebase to account for changes made on other branches
* refactor after code review
* tweak fixtures after rebase containing alterations to the factory defaults
* Add new organisation address fields to merge requests
* Add new organisation address page
* Add new organisation telephone number placeholder page
* close the div
* Add new organisation name column
* Update new organisation name page
* Refactor validate_response
* Add placeholder new_organisation_address page
* Add existing organisation name validation
* Refactor error messages
* Extract some validations to the model
* Update which field we add the errors to
# Context
- https://digital.dclg.gov.uk/jira/browse/CLDC-2294
- When bulk upload returns a results page it would be useful if colleagues of the uploader can see this page to help fix errors
- It would also be useful if support users can see these reports to help diagnose bulk upload errors
# Changes
- Added `pundit` gem to handle authorization
- Bulk upload results previously only accessible to the bulk uploader. Now they can be seen by users in the same org as the uploader and also support users
* CLDC-2056 Add absorbing organisation question
* Handle next page and previous_template with `page`
* Hardcode backlinks
* Refactor flow to store value when selecting new org option
* Handle unanswered question
* Update error copy
* feat: unrelated currency formatting
* Revert "feat: unrelated currency formatting"
This reverts commit 75bd3efbf8.
* feat: add soft val pages to property information section (not to setup)
* feat: update tests
* feat: update tests
* feat: add validation to setpu section
* refactor: lint
* test: update
* feat: set nil as default check answers card no
* feat: use : to define more explicitly
* feat: make optional as affects setup
* feat: update tests
* feat: put la in nil card with rest of uprn/address qs
* feat: route to uprn confirmation from check answers changes to uprn even though not an interruption screen
* feat: update tests
* feat: update tests
* refactor: lint
* feat: update tests
* feat: update tests
* feat: wip blank fields and dependent fields on upload tos ee if valid and can upload with missing info - this is not the exact ac on the ticket yet
* Revert "feat: wip blank fields and dependent fields on upload tos ee if valid and can upload with missing info - this is not the exact ac on the ticket yet"
This reverts commit 136e5f6f12.
* feat: fix uprn hidden in check answers
* feat: fix tests
* feat: fix tests
* Create merge_request table and paths
* Save merging organisations wip
* Add update organisations
* Add merging organisations validation
* merge fixes
* Update schema to have merge_request_organisations
* Add relationships between merge request and organisations
* Update validations and saving organisations
* Add ability to remove merging orgs from the list
* Allow support users to create merge request for any organisation
* Update wording in organisations view
* Allow adding other merging organisations
* Add back button, update content
* Add validation if the organisation is not selected
* Fix path
* Use generic update method
* Update validations
* fix remove organisation
* remove reloads
* Update routes
* Authenticate scope
* PR review changes
* Add status, run validations unless the status is unsubmitted and save requesting organisation as a merging organisation as well
* PR comments
* Display continue button when there are at least 2 merging organisations
* feat: assign simultaneously
* feat: assign simultaneously
* feat: revert
* feat: fix back persistence behaviour and update similar issues elsewhere, also remove redundant back text in govuk back links
* feat: add previous_page_redirect_paths to avoid infinite loops
* feat: leave here to avoid possible loops
* feat: leave here to avoid possible loops
* feat: add check answers page behaviour
* refactor: tweak
* feat: make tests pass, simplify code and incorporate tasklist/check answers back routing
* feat: update tests
* refactor: lint
* feat: update scheme status so incomplete unless has active locations
* feat: update scheme typeahead text
* feat: reject incomplete locations
* feat: show completed/incomplete locations and validate when completed == 0
* feat: improve copy
* feat: change active -> completed
* feat: update scheme typeahead text
* feat: reject incomplete locations
* feat: show completed/incomplete locations and validate when completed == 0
* feat: improve copy
* feat: change to confirmed to add clarification in code
* feat: update scheme typeahead text
* feat: reject incomplete locations
* feat: show completed/incomplete locations and validate when completed == 0
* feat: improve copy
* feat: update scheme typeahead text
* feat: reject incomplete locations
* feat: only confirm locations if complete (old) AND save button clicked (new)
* feat: add unconfirmed scope
* refactor: complete -> confirm
* feat: fix tests
* feat: update scheme typeahead text
* feat: reject incomplete locations
* feat: show completed/incomplete locations and validate when completed == 0
* feat: improve copy
* feat: update scheme typeahead text
* feat: reject incomplete locations
* feat: only confirm locations if complete (old) AND save button clicked (new)
* feat: add unconfirmed scope
* refactor: complete -> confirm
* feat: fix tests
* feat: fix more tests
* feat: fix more tests
* refactor: rubocop
* refactor: rubocop
* refactor: rubocop
* feat: add tests for incomplete schemes
* refactor: linting
* feat: test incomplete count too
* feat: test unconfirmed locations aren't options in location_id
* feat: test validation
* feat: test when scheme is confirmed
* feat: test when scheme is confirmed for support user
* feat: test when location is confirmed
* refactor: linting
* refactor: consistent use of factorybot or not within a file
* feat: confirm locations when complete even if save button not clicked, and update tests
* refactor: simplify
* refactor: simplify
* refactor: move location helper methods to helpers
* refactor: move scheme helper methods to helpers
* refactor: formatting
* refactor: po response
* refactor: review response
* create method to test whether we are currently in the crossover period and associated tests
* update copy, use method for testing whether we are in the crossover period, remove focus from test file
* reuse existing method to determine whether we are in a collection period
* use the existing method and update validations
* fix test broken by changes
* update location in same way as scheme
* create method on FormHandler that finds the start date of the earliest collection period
* ensure that default deactivation and reactivation dates also reflect the changes
* create tests for the new validations
* lint correction
* minor copy change
* minor logic change
* amend naming error after rebase conflict
remove test that is no longer correct after change on another branch to functionality
update a test after a copy change
* add first page for bulk upload resume journey
* bulk upload resume handles upload again
* add confirm page to bulk upload resume journey
* replace placeholder count with correct value
* apply recommendation for bulk upload resume choice
* add how to fix bulk upload mailer
* integrate new bulk upload approve journey
* add missing bulk upload error mappings
* remove test
* prevent approve being called multiple times
* bulk upload creates invisible logs ahead of time
* work invisible logs into bulk upload flow
* sort errors so deterministic
* remove unused ensure
* remove expected_log_count and processed
- these fields are no longer used or needed
* introduce pending status
* swap visible for pending logs
* only show visible lettings logs
* hard code status filters
* remove unused model methods
* only show visible sales logs
* form controller ignores hidden logs
* locations and schemes only affect visible logs
* refactor questions from validator to row parser
* able to switch between bulk upload parsers
- depending on what year we are processing
* spec tooling to support bulk upload multi year
* row parser now has year in namespacing
* add static data for 2023 row parser
* add placeholder to log to csv for specs
* bulk upload aribtrary 23/34 column ordering works
* bulk upload supports 23/24 without headers
* bulk upload 23/24 supports BOM + invalid chars
* dupe tests
* port 23/24 attributes_for_log
* port 23/24 bulk upload validations
* force crossover period
* tweak max permitted columns
* able to return column for given field
* work out column for field for errors
* add field_4 as 23/24 setup field
* remove duplicate method
* map schemes and locations correctly
* handle arbitrary number of header rows
* add missing fields to bulk upload support
* update seeds to add self in review env, change spec to reflect this, update config yml to allow csv exports in review
* update interface of relevant methods
EmailCsvJob, LettingsLog.to_csv and LettingsLogCsvService consume codes_only flag
* update tests including adding a new csv file to test against
* update LettingsLogCsvService to output codes only csv
* correct minor error and linting
* enable codes only download in UI
- add link on lettings log index page
- pass codes_only flag through params in relevant links and methods
- convert flag to boolean in controller methods
* ensure link displayed successfully for all renderings of logs_list and params passed through relevant methods in organisations controller
* fix existing tests
* correct linting thing
* correct linting error
* update tests for lettings log controller
* correct linting errors
* update organisations controller tests
* make minor changes after code review
* remove changes made for testing on review app
* make codes only download visible to support users only
* change variable names throughout after info on rauby/rails naming conventions, update tests for change in who can view codes only download link
* rework csv service for readability, remove delegating methods from lettings log to keep all code to do with mapping between our domain and desired export format in one place
* update test name
* correct a small typo and remove a duplicated method after clever git merge conflict suggestion
* point review app at staging csv bucket for csv download
* change variables named codes_only_export to codes_only to avoid inconsistency
* write tests to ensure that differetn user roles have the correct permissions around csv download
* ensure that non support users may not download codes only exports
* correct a small error in a previous commit
* correct minor linting error
* Update LAs for 23/24 sales questions
* Update LAs for 23/24 lettings questions
* Update LAs for 23/24 location
* Remove redundant assignments
* Update question files to use the local authorities from db
* Update locations to use local authorities from db
* Rebase changes
* Replace hardcoded date
* feat: add new guidance page with corresponding template links for sales and lettings log
* feat: add specification files and links for sales/lettings
* refactor: tidying
* feat: change pseudo csv to xlsx to reflect reality
* feat: add tests for guidance page routing and content
* feat: add tests for lettings too
* alter copy conditionally for plurality depending on whether a purchase is a joint purchase
* correct linting oversight
* resolve rebase conflicts and alter annoying test to prevent future conflicts
* CYA summary list tweaks for bulk upload
- When checking answers for a bulk upload related log the copy is
tweaked and made red as per designs
* different CYA treatment when for bulk upload
* bulk upload CYA missing answers always red
- whereas previosly this only happened if user was filtering logs via a
bulk upload
* refactor with extract method
* can filter logs by bulk upload
* hide log creation button when viewing bulk upload
- this affects the logs index page filtering logs from a specific bulk
upload
* add info banner to bulk upload logs
* placeholder for bulk upload logs header
* when resuming bulk upload set filters
* fill place holder with remaining logs to fix
* add interstitial to resume if logs resolved
* after resolving bulk upload logs show interstitial
* fix linting error
* extract view variable to helper method
* test: check managing org not gone from answer opts when relationship deleted
* feat: add current managing org to answer opts
* feat: check if managing org exists before trying to show it
* wip
* test: improve managing orgs opts test when not support
* test: improve managing orgs opts tests when support
* test: make relationship deletion test consistent with other tests
* test: add "(with hint)" to managing org opts test descriptions
* test: refactor managing orgs opts tests for support user case
* fix: don't call user in get_answer_label in CYA component
* style: reorder instance vars and remove old comments in managing_organisation.rb
* refactor: ensure label_from_value always accepts log & nil as args
* lint
* test: pass in log and user in housing provider opts test for support user
* test: update housing provider opts tests for non-support user
* feat: update housing provider answer opts to include current HP in db
* style: add space after user definition
* test: make context definition more human-readable
* test: refactor housing providers opts tests (not support user)
* test: check housing prov. still selectable after deleting relationship
* fix: define log and current_user instance vars in label_from_value (housing prov.)
* lint
* test: update lettings log feature tests
to differentiate between different numbers of stock owners when acting as a data coordinator
* test: check owning & managing orgs set correctly when a log is created
* test: add line breaks and start context descriptions with and (not if)
* test: artificially reference org_rel2 to avoid lint offense
* feat: don't set log owning org as user's org if that org doesn't hold stock
* test: improve test context descriptions in lettings_log_spec
* test: finish overhauling owning and managing org tests in lettings_log_spec
* test: change let! to let where possible in spec/features/lettings_log_spec.rb
* test: change let! to let where possible in spec/models/form/lettings/questions/managing_organisation_spec.rb
* test: change let! to let where possible in spec/models/form/lettings/questions/stock_owner_spec.rb
* test: remove if statement from "coordinator user's org doesn't hold stock" managing org test
* test: remove if statement from "coordinator user's org does hold stock" no managing orgs managing org test
* test: remove if statement from "coordinator user's org does hold stock" >=1 managing orgs managing org test
plus refactor previous test
* test: explicitly reference org rels in "coordinator user's org doesn't hold stock" managing org test
* test: don't create vars inside other vars (for tests edited/created in this branch)
* chore: save schema changes after migration
Co-authored-by: Phil Lee <asmega@users.noreply.github.com>
* Allow filtering by organisation if organisation has managing agents
* update test name
* Displayed owned/managed by in the logs list if the org has managing agents
* lockdown bulk upload routes
* able to view lettings bulk upload errors
* add error count to bulk upload results
* coverage for bulk upload filename on results
* group bulk upload errors by row on results
* able to view bulk upload sales results
* scope lettings and sales bulk upload results
* fix linting
* call service correctly in test
* add bulk upload sales questions mapping
* appease linter
* bulk upload error shows correct question
- depending on log type it will show relevant question for the field
concerned
* use local disk for bulk upload for dev env
- this saves the need to connect to S3 to play with bulk upload in dev
environment
* improve namespacing of classes
* add job to process bulk uploads
* use local disk storage for dev file upload
* fix test
* use inline active job queue_adapter for dev
* use test active job queue adapter for test env
* remove rubocop violation
* delete bulk upload from disk after processing
* populate errors with cell, row + metadata
* update error message with something meaningful
* shim in sales validator
* able to parse sales bulk uploads
* change migration to add purchase_code to errors
* bulk upload error component renders purchaser code
- when a sales log
* populate purchaser_code for bulk upload errors
- when log type is sales
* remove superfluous private method
* feat: wip postcode page
* feat: wip add new flow
* feat: add check answers page, continue updating flow
* feat: add back behaviour
* feat: more flow work
* feat: further flow work and flash notice, name tidying
* feat: add check_answers referrer linking
* feat: add controller and details linking and lint
* refactor: erblinting
* feat: add local_authority page (currenlty separate from edit_local_authority to avoid conflict with add location to newly created scheme path, to be fixed later). also copy and routing updates
* feat: add validations to controller (could later be added to model)
* fix: correct date order
* feat: validate on model (except startdate)
* feat: copy update
* refactor: railsification
* feat: add date model validation
* feat: add updated availability text in check_answers
* feat: more updated dynamic text and linking
* refactor: erblinting
* refactor: cleanup of redundant code
* refactor: remove redundant create
* feat: use rails route
* test: wip tests
* test: wip tests
* feat: add new back behaviour for new scheme path and tests wip
* feat: add more back behaviour for new scheme path and fix local auth validation
* feat: further linking behaviour with routes and referrers, don't add new location automatically to new schemes
* feat: if location with no details added, route to normal path rather than check answers
* test: update model and helper location tests
* test: more test updates
* test: more test updates and remove redundant files
* test: remove redundant tests, add postcode test
* test: add new #new tests
* test: add test for all new controller methods
* test: add more startdate tests
* refactor: erblinting
* test: fix failing tests
* test: update scheme test
* feat: respond to PR comments
* feat: make postcode clear only if changed
* feat: add _update methods
* refactor: simplify validation and location_edit_path method
* refactor: add helper method for action text
* refactor: remove redundant logic
* refactor: simplify routing
* refactor: reintroduce location_params
* refactor: use presence validation for postcode
* refactor: use presence validation for la
* feat: validate confirmed
* tests: make tests pass with new startdate validation
* WIP
* refactor: simplify display attributes helpers and update tests
* refactor: linting
* feat: design change to save behaviour
* test: fix failing tests
* feat: location code copy tweak
* refactor: remove redundant function
* refactor: remove add_another_location and new location page
* feat: simplify startdate validations to move to model, use scheme available_from date for in range validation
* test: fix failing tests
* refactor: linting
* feat: remove name validation as a result of PO review
* test: update tests
* refactor: remove redundant context
Co-authored-by: James Rose <james@jbpr.net>
* Validate that the user belongs to either the managing or owning organisation
* do not reset created_by and remove user_organisation_chosen?
* Do not default managing organisation to owning organisation
* validate user belongs to organisation
* update tests to specify created_by
* clear create_by for support users
* refactor
* typo
* rebase lint
* Add `updated_by` to logs to track who was the last person to update a log
- Reset `created_by` automatically when a form is updated and the owner does not belong to the managing or owning organisation
* move reset_invalidated_dependent_fields!, update schema file and fix tests
Co-authored-by: James Rose <james@jbpr.net>
* CLDC-1688 Affected logs mailer
* CLDC-1688 Correct update_logs path
* CLDC-1688 Review markups
Co-authored-by: James Rose <james@jbpr.net>
Update app/controllers/schemes_controller.rb
Co-authored-by: James Rose <james@jbpr.net>
Update app/controllers/locations_controller.rb
Co-authored-by: James Rose <james@jbpr.net>
* Refactor to queue messages
* Update test
* remove irrelevant test
Co-authored-by: James Rose <james@jbpr.net>
Co-authored-by: Kat <katrina@kosiak.co.uk>
* add start of bulk upload logs journey
* split upload controller into 2
* add year page to bulk upload journey
* bulk upload years now dynamic
* add placeholder for upload your file page
* handle bulk upload when not in crossover
* add bulk upload csv user journey
* bulk upload now persists and sends to S3
* swap ruby-filemagic for file command
* match csv or text file for validation
* in_crossover_period? now uses overlap of forms
- also moved from Form to FormHandler
* add production env var for CSV bucket
* stub kernel call methods
* remove duplicate env var
* hardcode env var for review apps
* move feature toggle to FeatureToggle
* crossover period checks now specific to the form
* fix typo in bulk upload journey
* Conditionally display a correct review log text
* do not allow the aswers from previous collection windows to be changed
* does not let the user navigate to questions for previous collection year logs
* Fix tests
* Add some docs
* Extract collection period check into a before_action and change path to rails route
* update the tasklist message
* Add sorting per org
* Pull out confirmed set to null because they're also not marked as confirmed
* Create relevant tests
* Extract scopes and remove wrong test
Phil Lee
natdeanlewissoftwire
Arthur Campbell
kosiakkatrina
Jack
SamSeed-Softwire
Sam